A Single View of Client Data Across M365-Powered by AI

Deliver exceptional service to clients at every touchpoint, without switching between multiple screens and systems.

Foundation 365 CRM and ERM are cloud-based solutions that help law firms assess and leverage the strength of their relationships with clients and partners, identify new opportunities, and mitigate risks through real-time insights and analytics. 
 

  • Drive personalized client interactions with the Legal CRM built on Microsoft, utilizing data-driven insights for targeted business growth 
  • Put client insights at your lawyers’ fingertips directly within Outlook and Teams, streamlining workflows and boosting efficiency. 
  • Automatically keep contacts up to date and accurate, understand relationship strengths, and proactively identify relationship opportunities and risks. 

Meeting Lawyers Where They Work

Foundation 365 seamlessly integrates with Outlook and Teams, across desktop and Mobile. It brings the tools and data they need directly into Outlook and Teams, eliminating the need to switch between systems. 

  • What made Foundation 365 stand out was the simplicity of the software and how our lawyers can easily access it while they are working in Outlook, Teams, or via the web app while at their desks, or on their mobiles.
    - Nick Barwood

    UK Chair & Partner, Womble Bond Dickinson

  • Shakespeare Martineau prides itself as a forward-thinking law firm. By partnering with Foundation 365 and Introhive, as well as investing in Microsoft Dynamics 365 for Marketing, we now have an unrivaled powerhouse of a business development and marketing technology suite.” We have an unrivaled powerhouse of a business development and marketing technology suite by partnering with Foundation 365, Introhive, and Microsoft Dynamics 365
    - Ben Buckton

    Chief Marketing & People Officer, Shakespeare Martineau

Benefits of Foundation 365

Enhance Collaboration and Client Management

Create a secure, centralized hub for seamless collaboration—share documents, track tasks, and monitor bills with powerful business solutions.

Elevate Client Service with AI-Driven Feedback Insights

Capture client feedback and use AI-powered sentiment analysis to uncover trends, identify risks, and spot compliance issues—all within M365.

Drive Business Growth with Cross-Selling

Discover strategic cross-selling opportunities by collaborating across your firm and using LinkedIn integration to unlock the full potential of your client base.

Target New Business with Precision

Streamline lead nurturing with automated workflows that direct inquiries to the right teams, ensuring efficient follow-up and better engagement.

Automate Marketing List Creation

Optimize marketing list management to stay ahead of changes in contacts, leads, and account records, ensuring your lists are always up to date.

Inform Decisions with Custom Dashboards

Make data-driven decisions and launch successful initiatives with custom dashboards and reports in Power BI, tailored to your firm’s unique needs.

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Featured Resources for Foundation 365

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